Method Community

Hi megachris, You cannot make any modifications to the stock screen. You must first make a copy of the stock screen in order to customize it. During the copy process, you will be asked how you want the copy to be displayed in your Method account. If you select the option to replace the current (stock) screen, your copy will now appear in place of ...

Hi pgarofano, Customization is not covered by our support team except here on the forums. If you would like to setup a paid session with a member of our professional services team, you can contact your account manager or post back and I’ll have your account manager reach out to you to discuss this. Alternatively, we have posted some ...

Hi Mahlon, I did some testing and it appears that the estimates app ribbon item is no longer functioning correctly. Even on the original stock screen, the records are being displayed as undefined. I have created a ticket for the development team to investigate and will keep you posted with any updates via this thread. As for sales orders, I ...

Hi Mahlon, When you delete an entity in Method that has been posted to QB, the entity record is archived and marked for deletion. Once the sync completes and the entity is removed from QB, it is then completely removed from Method along with any related contact records. When a lead is deleted, since it does not sync with QB, it should be removed ...

Hi megachris, You’re on the right track, you’re just looking at the wrong screen. If you would like to remove a tab, you need to remove it from the tab group. To do this, navigate to Customize > Tab Groups and select Edit… next to the tab group that you want to remove the tab from. The default tab group is CRM and this is ...

Hi pgarofano, You can find the BillEmail field in the Estimate table and it does sync with QBO. This means that once the estimate has posted to QBO, the BillEmail field is populated with the data generated by QBO. All you need to do is add this field to the estimates screen to display it. If you would like to have this field populate ...

Hi tmeyer, I attempted to replicate this behaviour on an iPhone 6 that is running the latest iOS version (8.3) on both Chrome and Safari, but was unable to do so. Would you mind providing me with the following? 1) Which iPhone are you using? 2) What version of iOS are you running? 3) What browser(s) are you experiencing this behaviour in & ...

Hi tmeyer, I have not run into this issue myself and I can’t seem to replicate it either. I suggest you try clearing your cookies and cached files in Chrome to see if this resolves the issue. You can read how to do so here. If this doesn’t work, maybe you can provide me with some additional information. 1) What operating system are ...

Hi Alex, Yes, this is the forum for Method New (M:N), welcome! If you would like to obtain access to M:N, please contact your account manager to discuss. Keep in mind that not all features available in Method Classic (M:C) are available in M:N just yet. We do have a migration plan for converting customization from M:C to M:N, but this will take ...

Hi Mahlon, I made some quick modifications to a copy of the New Activity screen to retrieve and show the active screen RecordID immediately after saving. This is working as expected. You may want to re-evaluate your action set, as I don’t think the issue has anything to do with the actions firing before the screen / record has a ...